Tiedemann Advisors’s Uber UBER Stock Holding History

Tiedemann Advisors’s Portfolio UBER Stock Details UBER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$27M	Sell	586,655 -42,100	-7%	-$1.92M	1.16%	14
2023 Q2	$27.1M	Sell	628,755 -12,987	-2%	-$483K	1.15%	14
2023 Q1	$20.3M	Buy	641,742 +10	+0%	+$317	0.92%	18
2022 Q4	$15.9M	Sell	641,732 -3,828	-0.6%	-$105K	0.76%	19
2022 Q3	$17.1M	Sell	645,560 -31,518	-5%	-$871K	1.04%	17
2022 Q2	$13.9M	Sell	677,078 -2,902	-0.4%	-$77K	1.04%	20
2022 Q1	$24.3M	Sell	679,980 -3,250	-0.5%	-$117K	1.23%	14
2021 Q4	$28.6M	Sell	683,230 -25,000	-4%	-$1.08M	1.4%	14
2021 Q3	$31.7M	Sell	708,230 -99,451	-12%	-$4.35M	1.69%	9
2021 Q2	$40.5M	Buy	807,681 +641	+0.1%	+$33.5K	1.62%	11
2021 Q1	$44M	Buy	807,040 +798,447	+9,292%	+$44.6M	1.93%	12
2020 Q4	$438K	Buy	+8,593	New	+$385K	0.02%	218

Other funds holding UBER

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Tiedemann Advisors's UBER Position: Q3 2023 in Review

Tiedemann Advisors reduced its Uber (UBER) stake by 6.7% in Q3 2023, selling an estimated $1.92M and leaving 586,655 shares worth $27M. The position accounts for 1.16% of the portfolio, ranked #14.

Tiedemann Advisors first reported a position in UBER in Q4 2020 and has held it in 12 quarters since. The position peaked at $44M in Q1 2021. 1,369 funds tracked by Wall St. Rank hold UBER as of Q3 2023.

Tiedemann Advisors held 586,655 shares of Uber worth $27M as of Q3 2023.
Tiedemann Advisors sold 42,100 Uber shares in Q3 2023, an estimated $1.92M.
Uber made up 1.16% of Tiedemann Advisors's portfolio in Q3 2023, its #14 holding.
Tiedemann Advisors first reported a position in Uber in Q4 2020 and has held it in 12 quarters since.
Tiedemann Advisors's Uber position peaked at $44M in Q1 2021.
1,369 funds tracked by Wall St. Rank held Uber as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.